Does Marriott International (MAR) have what it takes to be a top stock pick for momentum investors? Let's find out.
Marriott (MAR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
While the hype train for AI-related tech stocks has worn thin this earnings season, the market has rewarded traditional industry leaders across a variety of sectors.
Marriott International delivered robust 2026 guidance, supported by strong global brand performance and a growing loyalty program. The luxury segment outperformed, while U.S. RevPAR growth remains constrained by middle- and lower-income consumer weakness; international markets, especially China, show accelerating momentum. MAR's asset-light model, expanding room pipeline, and aggressive buybacks underpin a 13%-15% 2026 EPS growth outlook, but shares trade at a demanding 30x forward earnings.
MAR posts Q4 EPS miss, but revenues top estimates as RevPAR rises year over year on strong international demand and development momentum.
Marriott International Inc (NYSE:MAR) shares surged 8.5% in early trading on Tuesday after the hotel operator reported stronger-than-expected revenue for the fourth quarter of 2025, driven by international travel and growth in its loyalty program. The company posted revenue of $6.69 billion, slightly above analysts' estimates of $6.67 billion, while adjusted earnings per share (EPS) came in at $2.58, just below the $2.61 consensus.
While the top- and bottom-line numbers for Marriott (MAR) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Marriott International (MAR) came out with quarterly earnings of $2.58 per share, missing the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.45 per share a year ago.
Marriott International logged higher revenue in the fourth quarter, boosted by solid international travel trends and continuing strength in the company's luxury segment.
MAR's Q4 results are likely to show improving global demand, solid fee growth and international strength, offset by higher costs and softer incentive fees.
Get a deeper insight into the potential performance of Marriott (MAR) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Marriott (MAR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.